> ## Documentation Index
> Fetch the complete documentation index at: https://docs.mailerpath.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Product Tour Workflow

> Guide first-time users through key features with an interactive tour prompt.

This workflow introduces users to your product experience with a guided tour so they can quickly understand where to start.

MailerPath handles workflow orchestration for you. You can optionally customize approved timing/priority fields and template content.

## Definition and business outcome

Use this workflow to improve first-session orientation and feature discovery.

Primary outcomes:

* Users start the product tour.
* Users interact with key features early.
* Activation confidence improves.

## Entry criteria

Trigger event:

* First login after signup or after the getting started guide.

Required conditions:

* Contact has valid email and active status.
* Contact is in first-time user segment.

Recommended send window:

* Immediately on first-login trigger or shortly after.

## Exit criteria

Complete when:

* Product tour invitation sent.
* User starts or completes the tour.

Cancel/expire when:

* Contact unsubscribes.
* Contact is no longer in first-time segment.

## Suppression and conflict rules

* Do not send to unsubscribed contacts.
* Suppress duplicate tour invites within 30 days.
* Respect global frequency caps.
* MailerPath resolves queue priority conflicts.

## Required configuration fields

Client-configurable fields:

* `delay_minutes`
* `send_time_mode`
* `preferred_send_hour` + `preferred_send_minute` (when specific-time mode is used)
* `priority_score`
* Template content and CTA label

Minimum data:

* Email address.
* First-login timestamp or equivalent event signal.

## Message blueprint

1. Welcome + context for the tour.
2. What users will learn in the tour.
3. One clear CTA to start.

Example CTA:

* Start your tour

## Launch checklist

1. Validate first-login trigger mapping.
2. Test CTA deep-link path.
3. Confirm tracking for tour start/completion.

## Metrics and thresholds

* Open rate target: 30% to 50%
* Tour start rate target: 15%+
* Tour completion rate target: 40%+ of starters

## Failure scenarios and fixes

* Low tour starts: improve CTA visibility and value framing.
* Low completion: shorten tour steps or split into phases.

## Workflow group and source

Workflow group:

* Onboarding

Source reference:

* docs/workflow/MailerPath Workflow Details.md